Mailchimp & Power BI: How to integrate your data and template

In this comprehensive guide, you'll learn how to seamlessly integrate your Mailchimp marketing data into PowerBI. By the end, you'll be able to visualize your marketing efforts with clarity and make data-driven decisions to enhance your campaigns.

How to Connect Your Mailchimp Account to PowerBI

Add a Source on Catchr

Navigate to the Catchr homepage and locate 'Source' on the side menu. Click it, then go for 'Add a Source' on the upper right side of the screen.

Now, select 'Mailchimp' from the list of platforms and proceed with the authentication process to bridge both Catchr and Mailchimp.

Create the Request to Transfer Mailchimp Data to PowerBI

Let's dive into the details of setting up your data transfer:

• Within the Catchr dashboard, find and click 'API' in the side menu.

• Change the export format to "PowerBI".

• Under the "Source" tab, choose 'Mailchimp'.

• Select the Mailchimp account(s) whose data you wish to export.

• Choose the relevant metrics and dimensions for your report.

Important: If you aim to use one of Catchr's templates, ensure to pick every required dimension and metric as listed on the template guidance page. Following this step, the template should auto-populate with the selected data, which you can then tailor according to your needs.

• Select the desired time period for your data extraction.

• Add any necessary filters to your query.

• Apply platform-specific options to your request.

• Once you’ve set everything up, you’ll see a URL at the top of the page. For a sneak peek of the data, click 'Preview.'

• After a brief pause, a preview of your data will manifest.

• Happy with the output? Copy the URL, as you’ll need it shortly to link Mailchimp with PowerBI.

Import the Mailchimp Data and KPIs to PowerBI

PowerBI Desktop allows integration from diverse data sources, and we're utilizing a web data source for Mailchimp.

1. Open PowerBI Desktop, navigate to 'Get Data', and select 'Web'.

1. Paste the previously generated URL in the basic mode and validate with 'OK'.

Be patient while PowerBI processes your Mailchimp data. Once imported, you can refine the query using PowerBI Query Editor and proceed to construct your dashboard.

PowerBI Web App simplifies accessing and reporting your data online. Publish your data set via PowerBI Desktop and select it for your new online report.

Upon successful configuration, you'll be equipped to craft comprehensive reports and dashboards in PowerBI utilizing your Mailchimp data, enabling you to share valuable insights amongst your team or stakeholders.

Unlocking Insights: PowerBI and Mailchimp Metrics Integration

Integrating Mailchimp with PowerBI offers vast potential for marketing analytics. With a host of available metrics, from campaign performance indicators like open and click rates to subscriber behavior patterns, your marketing strategy can be better informed and more effective.

Imagine being able to track the effectiveness of different types of campaigns, compare performance against industry averages, or even segment data down to specific days or hours. PowerBI brings these capabilities to your fingertips, allowing for custom report creation, vibrant data visualizations, and actionable insights.

Metrics like 'Emails Sent', 'Unique Opens', and 'Click Rates' are pivotal for evaluating campaign outreach and engagement. Additionally, advanced metrics such as 'Total Orders' and 'Total Revenue' from e-commerce campaigns can be key in assessing the direct financial impact of your marketing efforts. The incorporation of temporal data such as 'Year month day hour' offers valuable granularity, drilling down to the hour of customer engagement.

To explore the full extent of Mailchimp metrics available for integration, visit Mailchimp Metrics on Catchr.